Financial Services Company
last updated on 2023-12-12 12:33:32
| Rating | |
| Fund name |
SRI EQUITY FUND |
| Membership fee per annum |
$30 |
| Fund performance 5 year |
5.87% |
| Number of members |
96 |
| Date fund started |
2018-04-03 |
| Fund type |
Aggressive |
| Estimated annual fees |
0.95% |
| NZ invested Assets |
95.9% |
| Total value of fund |
$1 957 219 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
0.00 |
| Growth Assets |
100% |
| Bonds |
0.00 |
| Investments |
The SRI Equity Fund provides investors with exposure to New Zealand and Australian equity markets from an actively managed investment portfolio with potential for growth of income and capital. The fund will exclude certain securities under a socially responsible investment framework. |
